See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,507 | $228,332+58.3% | $185,823+94.5% | $158,922+127.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.31% | 40.80%-22.5pp | 35.95%-17.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $28,084 | $4,967+465.5% | $4,087+587.1% | $4,761+489.9% |
| Participant deferral / active EE | $11,238 | $6,415+75.2% | $5,632+99.5% | $5,982+87.9% |
| Admin fee / account holder | $1,683 | $11,864-85.8% | $9,500-82.3% | $11,246-85.0% |